Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Sundaram Alternate - Rising Stars
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
12.27%
7.03%
6 Months
−1.13%
31.10%
1 Year
6.59%
52.47%
3 Years
20.44%
17.74%
5 Years
16.17%
16.38%
Since Inception
13.07%
15.58%
Fund Age
15 yrs 3 mo
16 yrs 9 mo
AUM
—
₹132.42 Cr
Alpha – 1 Year
6.87%
47.75%
Alpha – 3 Years
9.23%
5.65%
Information Ratio – 3 Years
1.61
0.46
Volatility – 1 Year
20.58%
26.74%
Volatility – 3 Years
16.59%
21.32%
Beta – 1 Year
1.21
1.30
Beta – 3 Years
1.13
0.97
Sharpe Ratio – 1 Year
0.15
1.52
Sharpe Ratio – 3 Years
0.90
0.68
Worst Rolling Year
13.98%
-15.93%
Value at Worst Rolling Year
₹1.14 Cr
₹0.84 Cr
Deepest Drawdown
−16.19%
−20.79%
Recovery Period
122 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
19.62%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 73% · M 20% · S 7%
M 9% · S 83%
Number of Stocks
23
26
Portfolio P/E
35.58
31.63
Top 5 Holdings
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 1% / 0.5%
1% / 0% / 0%